December 2023

December 2023

Merriam-Webster defines trust as the assured reliance on the character, ability, strength, or truth of someone or something. They define integrity as the quality of being honest and having strong moral principles that one refuses to change. To me, you can’t have...
November 2023

November 2023

The combined total year-to-date return* for these 7 companies, Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla all part of the S&P 500 Index, reads 50.65% (purple). These 7 push the total return for the entire S&P 500 Index over the same period to...
Addie Update

Addie Update

Diagnosed October 25th, 2019, at age 3 ½ , she has been cancer free since the Spring of 2020 and is scanned every 6 months with the next scan coming November 16th.    This young lady is truly remarkable. Her spirit is second only to her passion for life. Her goal is...
October 2023

October 2023

This is no time to act on hunches or safe bets. Right now, the bond and stock markets are messy. My advice is to stay patient, be nimble, and know what you own....
September 2023

September 2023

We’re in the midst of a real quagmire folks. Mixed messages from money managers and economists alike. Some forecast a soft landing and a return to growth while others see a bleaker outlook for both stocks and bonds.  We’ll get through this period. The best advice...